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Virtus InfraCap US Preferred Stock ETF

105 hedge funds and large institutions have $150M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
51
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$288K
HH
52
Hilltop Holdings
Texas
$281K -$31.4K -1,500 -10%
HVIA
53
Hudson Valley Investment Advisors
New York
$251K +$251K +12,000 New
TWM
54
Tradition Wealth Management
Minnesota
$241K -$21.3K -1,017 -8%
LSA
55
Lion Street Advisors
Texas
$220K
BMCM
56
Bryn Mawr Capital Management
Pennsylvania
$217K +$217K +10,367 New
GWWM
57
Great Waters Wealth Management
Minnesota
$210K
Comerica Bank
58
Comerica Bank
Texas
$209K +$205K +9,765 +5,008%
DADC
59
D.A. Davidson & Co
Montana
$208K -$25K -1,193 -11%
FFA
60
Founders Financial Alliance
North Carolina
$204K +$2.28K +109 +1%
NA
61
NewEdge Advisors
Louisiana
$173K -$14K -666 -7%
Morgan Stanley
62
Morgan Stanley
New York
$116K -$49.2K -2,348 -30%
PTC
63
Private Trust Company
Ohio
$116K +$922 +44 +0.8%
CAM
64
Creekmur Asset Management
Illinois
$112K -$242K -11,537 -68%
S
65
SignatureFD
Georgia
$101K +$19.9K +952 +25%
AA
66
AlphaMark Advisors
Kentucky
$100K +$4.11K +195 +4%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$98K +$63.3K +3,020 +182%
MA
68
Montag & Associates
Georgia
$84.9K
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$80.7K +$146 +7 +0.2%
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
$80.6K
PS
71
Principal Securities
Iowa
$75.5K +$3.77K +180 +5%
WB
72
Webster Bank
Connecticut
$72.7K
Bank Julius Baer & Co
73
Bank Julius Baer & Co
Switzerland
$67K
HI
74
Harbour Investments
Wisconsin
$62.6K +$7.02K +335 +13%
ACM
75
Anfield Capital Management
California
$56.4K +$56.4K +2,692 New